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Chung Wu Investment Group, LLC
Chung Wu Investment Group, LLC is an institution, managing $120.1M across 254 long positions as of Q3 2025 with 32% ETF concentration.
- Portfolio Value
- $120.1M
- Positions
- 254
- Top Holding
- IVV at 9.05%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Chung Wu Investment Group, LLC's portfolio (47.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $10.9M | 9.05% | +$194.1K Bought | — 16.2K shares | |
Software - Infrastructure Technology | $8.6M | 7.14% | — | 0.00% 16.6K shares | |
ETF ETF | $7.1M | 5.93% | +$147.0K Bought | — 15.4K shares | |
ETF ETF | $5.4M | 4.49% | +$5.4M New | — 99.5K shares | |
Consumer Electronics Technology | $5.3M | 4.38% | +$589.7K Bought | 0.00% 20.6K shares | |
ETF ETF | $5.1M | 4.28% | +$5.1M Bought | — 98.2K shares | |
Banks - Diversified Financial Services | $4.8M | 4.02% | — | 0.00% 15.3K shares | |
Unknown Unknown | $3.8M | 3.20% | -$108.6K Sold | — 160.7K shares | |
Semiconductors Technology | $3.0M | 2.48% | +$207.1K Bought | 0.00% 16.0K shares | |
ETF ETF | $2.6M | 2.15% | +$66.6K Bought | — 3.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Chung Wu Investment Group, LLC's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Chung Wu Investment Group, LLC
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